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slides · global inventory

Callout

Component collection for the active corpus filters, with each row opening the slide detail view.

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Matching slides 96,741
Current window 72,211-72,240
Pages 3,225
Rows per page 30
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72,211-72,240 of 96,741

filter-aware
64
Uses red arrows to visually connect the false claim in the biography to the expired license record.Rollins Inc. (ROL) · Spruce Point Capital Management
Activist deck Short seller Beat · The VictoryLoop · Quick Win Big Bet1 hit
65
Uses a red line to connect the biography text to the signature block confirming the CAO title.Rollins Inc. (ROL) · Spruce Point Capital Management
Activist deck Short seller Beat · The VictoryLoop · Quick Win Big Bet1 hit
68
The slide uses a table to contrast historical disclosure levels against the activist's standard for transparency.Rollins Inc. (ROL) · Spruce Point Capital Management
Activist deck Short seller Beat · The VictoryLoop · Quick Win Big Bet1 hit
71
Uses direct quotes from earnings calls to highlight management inconsistency.Rollins Inc. (ROL) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
72
Uses a 'gotcha' style layout with red boxes highlighting contradictory statements.Rollins Inc. (ROL) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
73
The slide uses a quote from a 2019 earnings call to frame the contradiction against the revenue data.Rollins Inc. (ROL) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
74
This slide uses the Spruce Point Capital Management logo (the tree) as a visual anchor.Rollins Inc. (ROL) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
76
The slide uses two tables to categorize institutional backing and recent private funding rounds for SIT-focused startups.Rollins Inc. (ROL) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
77
Uses a 'before-after' style comparison of 2013 vs 2023 claims to highlight inconsistency.Rollins Inc. (ROL) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
78
Uses a quote from a company executive to expose a potential inconsistency in business performance metrics.Rollins Inc. (ROL) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
79
Uses a table to juxtapose corporate PR against scientific data.Rollins Inc. (ROL) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
80
The slide uses a tree logo, likely a branding element for Spruce Point Capital Management.Rollins Inc. (ROL) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
81
The slide uses SEC filing data and a press release to contrast insider selling with company buybacks.Rollins Inc. (ROL) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
84
The slide uses a table of analyst ratings and a pie chart of rating distribution to frame the market consensus as overly optimistic.Rollins Inc. (ROL) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
85
Includes a summary row calculating the average of the four transactions.Rollins Inc. (ROL) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
86
Uses highlighted text to draw attention to key market size and growth figures.Rollins Inc. (ROL) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
01
Slide 1
The slide uses a metaphorical image of a driver looking in the rearview mirror at a clown, implying the company's management or promotion is a joke or dangerous.Samsara Inc. (IOT) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster1 hit
05
Uses a grid of screenshots to visually demonstrate the 'ubiquitous promoter' thesis.Samsara Inc. (IOT) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster1 hit
06
Uses CNBC interview screenshots as evidence of promotional activity.Samsara Inc. (IOT) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster1 hit
08
This is the opening slide of an activist short report.Samsara Inc. (IOT) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster1 hit
09
This is a classic activist short-seller thesis slide focusing on business model quality and accounting aggressive-ness.Samsara Inc. (IOT) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster1 hit
10
The slide is structured as a list of three main thematic sections: margin concerns, supply chain/geopolitical risk, and growth/market penetration skepticism.Samsara Inc. (IOT) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster1 hit
11
The slide uses a list-based argument structure to challenge the company's market position and growth efficiency.Samsara Inc. (IOT) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
15
Uses a bar chart to compare inventory levels of Samsara (IOT) against other SaaS peers to highlight the outlier status.Samsara Inc. (IOT) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
16
The slide uses a table-based comparison to argue that Samsara's hardware is not unique or high-margin.Samsara Inc. (IOT) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
18
Uses a comparison table to contrast company claims with activist findings.Samsara Inc. (IOT) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
19
The slide uses red boxes to highlight the specific ratios and growth figures that contradict management's narrative.Samsara Inc. (IOT) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
20
The slide uses a table to contrast 'Vehicle Telematics' and 'Vehicle Safety' against 'Site Visibility' to highlight the discrepancy in hardware reliance.Samsara Inc. (IOT) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
21
The slide uses a combination of qualitative customer testimonials and a quantitative table to build a case for operational failure.Samsara Inc. (IOT) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
22
The slide uses a 'villain' framing (Samsara) vs 'hero' peers (Axon, MiX) to expose a lack of transparency.Samsara Inc. (IOT) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit